Business Advisor

3 days ago

New York, NY, United States Asian Americans for Equality Full time
Compensation:
Renaissance offers a comprehensive benefits package, recognition, and opportunities for professional growth, with competitive salaries. The salary range for this position is between $50,000 and $70,000, an annual bonus, based on organizational and individual performances, may be given based on the candidate's relevant performance.

Position Summary:
Reporting to their Senior Business Advisor/Team Leader,the Business Advisor (Korean Speaker) is responsible for building relationships with small businesses and referral-base partnerships, generating a strong pipeline of loan applicants, pre-screening loan applications for eligibility, loan packaging for submission, providing one-on-one business coaching to small business, and monitoring the performance of their portfolio of small business loans after they close.

The Business Advisor (Korean Speaker) will primarily serve clients in the Flushing (NYC), Long Island and Westchester County location (eastern area, near Queens)

Responsibilities:
  • Build strong partnerships with small business owners, business associations, and community organizations by participating in outreach efforts and local events.
  • Provide one-on-one counseling on small business' financial situation and provide cash flow guidance.
  • Assist small business clients with REDC loan application package for submission to underwriting.
  • Monitor the performance of their loan portfolio and follow up with loan clients that need more counseling.
  • Conduct periodic site visits to client business locations.
  • Organize and lead workshops for small business owners, as needed.
  • Maintain close client contact to ensure satisfaction and anticipate financing needs.
  • Diligently and promptly enter and track all relevant client information in Salesforce.
  • Uphold confidentiality of all client information.
  • Meet expectations for attendance and punctuality.
  • Perform other related duties as assigned.

Qualifications:
  • Bachelor's degree or equivalent combination of education and experience.
  • Fluent in both English and Korean.
  • 2+ years of experience in small business counseling and/or lending.
  • Formal or informal experience managing a small business.
  • Excellent knowledge of local businesses and resources in Flushing (NYC), Long Island and Westchester County location (eastern area, near Queens).
  • Strong background in client management and customer service.
  • Strong analytical, verbal, written, and interpersonal communication skills, with the ability to present information to a diverse customer base.
  • Finance and Accounting knowledge preferred.
  • Commitment to the confidentiality of sensitive materials and information.
  • Strong organizational skills with attention to detail.
  • Ability to quickly gain knowledge of local businesses and resources.
  • Hands-on experience working with small business owners is a plus.
  • Experience working with low-income individuals in diverse communities.
  • Proven ability to multitask, work under pressure, and meet deadlines.
  • Proficiency in Salesforce, Google applications, and Microsoft Office Suite (specifically MS Word and Excel).
  • Location Requirement: This is a hybrid remote position with initial 3 months of on-site training. Must be willing to travel between Flushing (NYC), Long Island and Westchester County location (eastern area, near Queens).

How We Work:
At Renaissance, we are committed to serving the communities we support with dedication and excellence. We are a results-driven organization focused on empowerment and impact. Our employees are accountable, pragmatic, innovative, and collaborative, with a strong commitment to community service and development. We embrace strategic thinking and a commitment to treating each other and the communities we serve with respect and dignity. We have an aptitude for technology and a strong desire to continuously learn. This philosophy expands to the way we manage our work and the way we put our best foot forward. Expectations for all staff:
  • Support efforts that ensure a safe and healthy work environment.
  • Appreciates the value of working collaboratively with individuals who bring a wide range of perspectives, experiences, and ways of thinking.
  • An understanding of how systems and structures can affect people's opportunities and experiences in different settings.
  • Maintain a positive, helpful attitude.
  • Enjoy your time at work

Who We Are:
Renaissance's mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. We serve the New York Metro Area, including New York City, Long Island, the Mid-Hudson Valley, and New Jersey.

We are US Treasury certified Community Development Financial Institution (CDFI), Small Business Administration (SBA) Intermediary Microlender, and SBA Community Advantage (7a) lender.

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